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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

99 hedge funds and large institutions have $259M invested in Franklin Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+22
Holders Change %
+28.57%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
47
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.9M
2
HFS
Hantz Financial Services
Michigan
$35.4M
3
AssetMark Inc
AssetMark Inc
California
$9.24M
4
PCM
Pennsylvania Capital Management
Pennsylvania
$10.7M
5
FTS
Fifth Third Securities
Ohio
$4.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$8.39M
3
DWM
Drive Wealth Management
Utah
$206K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$245K
5
Jane Street
Jane Street
New York
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$35.9M +$20.7M +847,700 +136%
HFS
2
Hantz Financial Services
Michigan
$35.4M +$10.7M +438,865 +43%
Franklin Resources
3
Franklin Resources
California
$30.7M +$4.5M +184,296 +17%
SL
4
Systelligence LLC
Minnesota
$14.1M +$16.4K +671 +0.1%
PCM
5
Pennsylvania Capital Management
Pennsylvania
$10.7M +$4.68M +191,568 +78%
AssetMark Inc
6
AssetMark Inc
California
$9.24M +$5.65M +231,397 +157%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$8.39M -$400K -16,391 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.74M +$3.65M +149,482 +89%
PWM
9
Perigon Wealth Management
California
$6.28M +$3.88M +158,762 +161%
AA
10
Aire Advisors
California
$6.1M +$54.6K +2,243 +0.9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.88M +$2.61M +106,846 +80%
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$5.87M +$1.79M +73,314 +44%
FTS
13
Fifth Third Securities
Ohio
$4.5M +$4.5M +184,411 New
FIA
14
Foundations Investment Advisors
Arizona
$3.96M +$3.96M +162,048 New
CA
15
CoreCap Advisors
Michigan
$3.66M +$2.12M +86,822 +137%
SIAS
16
Summit Investment Advisory Services
Minnesota
$3.23M +$3.23M +132,393 New
ACM
17
Andina Capital Management
Utah
$3.2M +$3.2M +131,214 New
AFTS
18
American Financial & Tax Strategies
New York
$2.84M -$30K -1,228 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.5M -$2.2M -90,213 -47%
OPAM
20
Ocean Park Asset Management
California
$2.49M – – –
WIM
21
WealthPlan Investment Management
Nebraska
$2.4M +$2.4M +98,178 New
MML Investors Services
22
MML Investors Services
Massachusetts
$2.36M +$183K +7,489 +8%
SWA
23
Sightline Wealth Advisors
Connecticut
$2.21M +$571K +23,395 +35%
HOWA
24
Heritage Oak Wealth Advisors
Florida
$2.05M +$2.05M +83,904 New
CFGS
25
Concourse Financial Group Securities
Alabama
$2.01M +$79.7K +3,266 +4%
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